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Investing Vocabulary

Authored by Bryan Hunter

Financial Education

12th Grade

Used 8+ times

Investing Vocabulary
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7 questions

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1.

MATCH QUESTION

1 min • 5 pts

Match the following

401(K) Match

A security in which the investor loans money to a company or government, which then pays regular interest to the bondholder and returns the principal on the bond's maturity date

Asset Class

An employer contribution made to their employees' 401(k) plan based on individual employee's contributions

Bear Market

A market in which prices are falling, encouraging selling.

Bond

A group of financial instruments which have similar financial characteristics and behave similarly in the marketplace (like stocks, bonds, and cash)

Asset Allocation

Dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash

2.

MATCH QUESTION

1 min • 5 pts

Match the following

Maturity Date
A type of investment that represents ownership in a company
Bond Rating
The annual income from an investment, usually expressed as a percentage
Yield
The total value of a company's outstanding shares of stock
Market Capitalization
A measurement of the likelihood that a bondholder will be paid back
Stock
The date on which a bond matures and the issuer must pay back the bondholder

3.

MATCH QUESTION

1 min • 5 pts

Match the following

Capital Gain

Reinvesting earned interest back into the principal to allow money to grow exponentially over time

Diversification

The practice of investing in a large variety of stocks, bonds, and/or funds as a way to as a way to reduce your overall risk

Coupon

A market in which there is increased stock trading and rising stock prices

Bull Market

Profit from the sale of an asset, such as a stock or a bond, calculated by subtracting the price you initially paid from the price you then sold it for

Compound Interest

The annual interest payment on a bond, usually expressed as a percentage of its face value

4.

MATCH QUESTION

1 min • 5 pts

Match the following

Individual Retirement Account (IRA)

A collection of stocks and/or bonds that are traded on securities exchanges. Unlike mutual funds, they can be traded throughout the day like an individual stock.

Dividend

The rate at which the price of goods increases and consumer purchasing power decreases over time

Exchange-Traded Fund (ETF)


A low-fee portfolio of stocks chosen to track or mimic a stock market index, thereby removing the human element of investing because no one is choosing the individual stocks

Inflation

Money from the profits of a company that is paid out to its shareholders, typically on a quarterly basis

Index Fund

An investing tool for individuals to earmark funds specifically for their retirement

5.

MATCH QUESTION

1 min • 5 pts

Match the following

Municipal Bond

A bond, often having tax advantages for individual investors, issued by a state or local government which typically uses the loan to pay for public works to benefit its citizens

Market Capitalization

An application that allows users to regularly save small sums of money

Micro-Investing Platform

Market value of a company's outstanding shares calculated by multiplying the current share price by number of shares outstanding

Insider Trading

The process of setting money aside to increase wealth over time for long-term financial goals such as retirement

Investing

The illegal act of trading a company's stock using information that is not available to the public

6.

MATCH QUESTION

1 min • 5 pts

Match the following

Social Security

The second largest stock exchange in the world behind the NYSE

NYSE

A share of the value of a company, which can be bought, sold, or traded as an investment and which gives the investor small partial ownership of the company

Stock

An index of 500 large cap companies chosen based on their size, industry, and other factors, used to represent the entire market

S&P 500

The world's largest stock exchange, physically located in New York City

Nasdaq

A federal program that provides monthly benefits to millions of Americans, including retirees, military families, surviving families of deceased workers, and disabled individuals

7.

MATCH QUESTION

1 min • 5 pts

Match the following

Target Date Fund (TDF)

An individual retirement account that allows a person to set aside after-tax income up to a specified amount each year

Traditional 401(k) Plan

A collection of stocks and/or bonds combined into one fund which will be traded as a unit, typically chosen and actively managed by an "expert" in exchange for a fee from each investor

Roth IRA

A type of investment fund that rebalances its asset mix over time based on a projected retirement year

Mutal Fund

A bond, generally considered to be a risk-free investment, issued by the U.S. Treasury with a maturity of more than 10 years

Treasury Bond

A retirement savings plan, sponsored through your employer who will often match your contributions, that allows an individual to save for retirement and have the savings grow while deferring taxes until funds are withdrawn

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